Cape Investment Advisory’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Cape Investment Advisory’s Portfolio EUSA Stock Details EUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.24K	Hold	83	–	–	﹤0.01%	890
2026 Q2	$9.48K	Buy	+83	New	+$9.1K	﹤0.01%	879
2026 Q1	–	Sell	-83	Closed	-$8.58K	–	507
2025 Q4	$8.58K	Hold	83	–	–	﹤0.01%	784
2025 Q3	$8.55K	Hold	83	–	–	0.01%	436
2025 Q2	$8.23K	Hold	83	–	–	﹤0.01%	669
2025 Q1	$7.77K	Hold	83	–	–	﹤0.01%	650
2024 Q4	$7.92K	Hold	83	–	–	﹤0.01%	630
2024 Q3	$7.95K	Hold	83	–	–	﹤0.01%	608
2024 Q2	$7.33K	Hold	83	–	–	﹤0.01%	580
2024 Q1	$7.55K	Hold	83	–	–	﹤0.01%	590
2023 Q4	$7.01K	Hold	83	–	–	﹤0.01%	724
2023 Q3	$6.24K	Hold	83	–	–	﹤0.01%	629
2023 Q2	$6.54K	Hold	83	–	–	﹤0.01%	618
2023 Q1	$6.27K	Buy	+83	New	+$6.32K	﹤0.01%	629

Other funds holding EUSA

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Cape Investment Advisory's EUSA Position: Q3 2026 in Review

Cape Investment Advisory held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q3 2026 at 83 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Cape Investment Advisory first reported a position in EUSA in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.48K in Q2 2026. 15 funds tracked by Wall St. Rank hold EUSA as of Q3 2026.

Cape Investment Advisory held 83 shares of iShares MSCI USA Equal Weighted ETF worth $9.24K as of Q3 2026.
Cape Investment Advisory left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q3 2026.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #890 holding.
Cape Investment Advisory first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2023 and has held it in 14 quarters since.
Cape Investment Advisory's iShares MSCI USA Equal Weighted ETF position peaked at $9.48K in Q2 2026.
15 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.